How to drive a forklift correctly

How to drive a forklift correctly

With a 30-year strong record of helping businesses operate more effectively, we’re committed to ensuring that every forklift user understands the importance of how to drive a forklift correctly and safely.

Today, our Training Manager Trevor is talking us through the basic knowledge and skills needed to navigate a forklift truck with confidence and care. Whether you’re a seasoned forklift operator or a beginner looking to familiarise yourself, here’s what you need to know about how to drive a forklift correctly.

How to drive a forklift correctly

If you’re going to be driving a forklift truck for work, it’s important that you know how to operate it safely. If you’re wondering how to drive a forklift, let’s break down the basics.

The correct training

First and foremost, it’s important to remember that the first stage of driving a forklift truck correctly, and legally, is the right training. Forklift driver training is imperative if you or your team are going to be operating forklift trucks, and the best way to learn is with a professional instructor.

Ensuring you’ve had the right forklift driver training means you’re maintaining compliance with the HSE code of practice, which states that all forklift training should be delivered by an accredited instructor. This means avoiding casual training, which has a number of associated risks.

Find out more about our forklift driver training courses.

Knowing the key components of a forklift

The first thing you should do to drive a forklift correctly is make sure you’re acquainted with the key components of the machine.

The most recognisable part of a forklift truck is the forks, which are the elongated arms at the front of the forklift. The forks are used for lifting and carrying loads. The mast, or upright, is the vertical element that raises and lowers the forks. The counterweight is found at the rear of a forklift and ensures stability when the forklift is loaded. Understanding the different components of a forklift truck is crucial for correct operation.

Understanding forklift controls

To drive a forklift correctly, an operator must be confident in their ability to control the machine. Controls can vary depending on the specific forklift model, but the most common elements include:

• A steering wheel
• Pedals for acceleration and braking
• A lever for lifting and lowering loads
• Other instruments like the horn and lights

Knowing how to safely control a forklift truck is important both for your safety and the safety of those around you. Make sure you’re familiar with the location and functions of your controls so that you can quickly find and use them during operation.

Pre-operational checks

Before you even get behind the wheel of a forklift, you need to carry out pre-operational checks. These checks are essential for safety, helping you to identify and address any potential issues. Everyday checks for your forklift truck should consist of a number of visual and manual checks. You need to check:

• The surrounding area is clear
• The battery is fully charged and undamaged
• Tyres have an appropriate amount of tread on them
• Engine oil levels, fuel levels and radiator water levels
• No leaks or damp spots
• Horn is working correctly
• Steering and braking is smooth
• Headlights and warning lights are working

Take a look at our handy infographic for more.

Safe starting and stopping

Safe forklift driving begins with the correct starting and stopping procedures. Begin by making sure the area around the truck is clear of obstacles. Then, ensure the forks of the truck are lifted a safe distance off the ground.

Once the forks are properly elevated, you can gradually release the brake pedal while gently pressing down on the accelerator to begin moving. A smooth transition from standstill into moving is essential, particularly when carrying heavy loads.

When it’s time to stop, remember to avoid sudden stops, which could be hazardous. Gently release the accelerator and apply the brake smoothly and slowly before coming to a complete halt. Don’t forget to keep stopping distances in mind – always give yourself more time in wet or rainy conditions and maintain a safe distance from other trucks and people.

Safe starting and stopping are fundamentals of forklift operation, so remember to always be alert and take a slow and careful approach. This allows for more precise control and lowers the chance of accidents.

Operating a forklift correctly

Once you’re comfortable with pre-operation checks and safety starting and stopping, you’re ready to begin safely operating a forklift truck. Safely and correctly driving a forklift involves a combination of several things: precise control, correct form and an alert focus on both your surroundings and your load.

Here are some key things to keep in mind.

• Make sure your posture is correct; you should be upright and comfortable. You should be able to easily access the steering wheel, pedals and any other essential controls. Correct posture isn’t just about comfort, it will help you maintain correct control of the vehicle.
• Always use seatbelts and the relevant PPE. Seatbelts are essential for your safety, especially in the event of sudden stops. Additionally, wearing PPE like a high-vis vest and a hard hat further enhances your safety and compliance.
• Use the steering wheel to guide the forklift, always considering weight distribution and your surroundings. Always use smooth and controlled movements as sudden changes can destabilise the truck and pose a risk.
• Always maintain load stability – this is a critical aspect of driving a forklift correctly. Ensure the load is properly balanced before you begin moving and make sure it’s kept level as you move. Don’t forget that sudden turns or stops can cause the load to shift.
• Always be aware of clearance and potential obstructions, especially when working in tight spaces. Attention to detail is important, so always consider the dimensions of your truck and load. Signalling and using your horn in a busy environment ensures the safety of you and your colleagues.

Ultimately correct forklift driving is about both skill and caution. Whether you’re an experienced driver or a novice, understanding your machinery, controls and the importance of checks and maintenance is key to safe forklift driving.

Could you benefit from professional forklift driver training?

Understanding the fundamental ins and outs of operating a forklift is crucial, but practical training is the best way to ensure you’re driving a forklift correctly and safely.

We understand the importance of correct training here at Moorgate, which is why we have a dedicated Training Manager. We offer forklift driver training courses to accommodate all skill levels, from first-time users to operators looking for refresher training. Courses can be tailored to your requirements and carried out at your site so you can benefit from a convenient and realistic learning environment.

Find out more: The fundamentals of forklift driver training

We hope this taught you more about how to drive a forklift correctly. If you’d like to build on your forklift driving skills, get in touch to find out how our comprehensive driver training courses can work for you and your team.